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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,038 | $115,796-85.3% | $101,264-83.2% | $158,950-89.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 42.72% | 56.15%-13.4pp | 46.48%-3.8pp | 302.91%-260.2pp |
| Employer contribution / active EE | $2,006 | $4,175-52.0% | $3,660-45.2% | $4,762-57.9% |
| Participant deferral / active EE | $8,565 | $4,958+72.8% | $4,370+96.0% | $5,983+43.2% |
| Admin fee / account holder | $1 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |